RCA
DFS

Ranch Capital Advisors’s Discover Financial Services DFS Stock Holding History

Ranch Capital Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,136
Closed -$365K – 143
2025
Q1 		$365K Hold
2,136
– – 0.17% 114
2024
Q4 		$370K Hold
2,136
– – 0.17% 107
2024
Q3 		$300K Hold
2,136
– – 0.14% 122
2024
Q2 		$279K Hold
2,136
– – 0.15% 126
2024
Q1 		$280K Hold
2,136
– – 0.15% 127
2023
Q4 		$240K Buy
+2,136
New +$197K 0.15% 129
2023
Q3 		– Sell
-2,136
Closed -$250K – 144
2023
Q2 		$250K Hold
2,136
– – 0.18% 122
2023
Q1 		$211K Hold
2,136
– – 0.15% 137
2022
Q4 		$209K Buy
+2,136
New +$215K 0.16% 137
2022
Q3 		– Sell
-2,136
Closed -$202K – 147
2022
Q2 		$202K Hold
2,136
– – 0.16% 138
2022
Q1 		$235K Hold
2,136
– – 0.16% 140
2021
Q4 		$247K Hold
2,136
– – 0.16% 142
2021
Q3 		$262K Hold
2,136
– – 0.16% 132
2021
Q2 		$252K Hold
2,136
– – 0.15% 144
2021
Q1 		$202K Hold
2,136
– – 0.13% 151
2020
Q4 		$193K Hold
2,136
– – 0.14% 148
2020
Q3 		$123K Hold
2,136
– – 0.1% 178
2020
Q2 		$114K Hold
2,136
– – 0.09% 189
2020
Q1 		$76K Hold
2,136
– – 0.08% 209
2019
Q4 		$181K Hold
2,136
– – 0.15% 145
2019
Q3 		$173K Buy
+2,136
New +$176K 0.19% 145

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ranch Capital Advisors's DFS Position: Q2 2025 in Review

Ranch Capital Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,136 shares — an estimated $365K sold.

Ranch Capital Advisors first reported a position in DFS in Q3 2019 and held it in 21 quarters. The position peaked at $370K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Ranch Capital Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Ranch Capital Advisors sold 2,136 Discover Financial Services shares in Q2 2025, an estimated $365K.
  • Ranch Capital Advisors first reported a position in Discover Financial Services in Q3 2019 and held it in 21 quarters.
  • Ranch Capital Advisors's Discover Financial Services position peaked at $370K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Ranch Capital Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.